Venturi Wealth Management, LLC's ownership history for XLE

Venturi Wealth Management, LLC currently holds 48.2K shares with a market value of $2.2M. It started holding XLE on 2024-09-30. At its peak, it held 48.2K shares on 2025-12-31. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 15.1K shares on 2025-06-30, with a value of $1.3M on 2025-06-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 33.1K. In the recent year, Venturi Wealth Management, LLC has increased its shares by 24.1K.